See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,569 | $105,998-43.8% | $92,233-35.4% | $147,584-59.6% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.2pp | 82.8%-13.6pp |
| Annual return | 23.06% | 50.05%-27.0pp | 176.28%-153.2pp | 578.55%-555.5pp |
| Employer contribution / active EE | $3,502 | $4,333-19.2% | $3,679-4.8% | $4,876-28.2% |
| Participant deferral / active EE | $5,516 | $4,478+23.2% | $3,897+41.6% | $5,439+1.4% |
| Admin fee / account holder | $397 | $6,332-93.7% | $5,194-92.4% | $10,885-96.4% |